HOLISTIC WEALTH MANAGMENT OFFERING
You’ve worked hard to build your wealth, so it’s important to optimise every aspect of the way it is structured.
STRUCTURING & TAX
Once we understand your requirements and priorities, we can develop a comprehensive strategy covering investment structures, tax and gearing opportunities, succession planning and estate planning.
We keep families united and ensure their legacy is protected for generations to come.
MANAGE FAMILY LEGACY
Family wealth can raise complex and sensitive questions. Addressing those upfront can avoid future disputes, and we’ll work closely with your family to embrace common values and goals in a tailored strategy. We specialise in conflict-free succession planning and estate planning, establishing philanthropic governance, and the seamless transfer and preservation of wealth.
WE Private provides independent advice to individuals and families who are passionate about supporting specific causes, as well as charitable foundations.
We are a purpose-led partner. With our knowledge and networks, we can help you make the best use of your valuable financial resources, so you can make a positive social impact well into the future
PHILANTHROPY & SOCIAL CAPITAL
Always expect, active management with WE Private– we continually monitor, review and adjust your portfolio to suit your circumstances and market dynamics, and give you peace of mind.
Why have a limited view of your investment opportunities? As a genuinely independent wealth management firm, we’ll explore every possible opportunity – domestic and global – to grow and protect your wealth.